Dynamic Advisor Solutions
IYW icon

Dynamic Advisor Solutions’s iShares US Technology ETF IYW Stock Holding History

Dynamic Advisor Solutions’s Portfolio IYW Stock Details IYW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$7.91M Sell
29,855
-10,098
-25% -$2.52M 0.22% 96
2026
Q2 		$10.1M Sell
39,953
-3,515
-8% -$807K 0.29% 74
2026
Q1 		$7.89M Buy
43,468
+565
+1% +$109K 0.25% 88
2025
Q4 		$8.57M Sell
42,903
-12,102
-22% -$2.42M 0.27% 78
2025
Q3 		$10.8M Buy
55,005
+902
+2% +$165K 0.31% 74
2025
Q2 		$9.37M Buy
54,103
+35,030
+184% +$5.31M 0.29% 80
2025
Q1 		$2.68M Buy
19,073
+797
+4% +$124K 0.09% 230
2024
Q4 		$2.92M Buy
18,276
+561
+3% +$88.8K 0.13% 165
2024
Q3 		$2.69M Buy
17,715
+266
+2% +$39.1K 0.08% 253
2024
Q2 		$2.63M Buy
17,449
+1,083
+7% +$150K 0.08% 262
2024
Q1 		$2.21M Buy
16,366
+1,664
+11% +$217K 0.07% 283
2023
Q4 		$1.73M Sell
14,702
-144
-1% -$16.3K 0.06% 303
2023
Q3 		$1.56M Buy
14,846
+747
+5% +$81.2K 0.07% 279
2023
Q2 		$1.53M Buy
14,099
+1,633
+13% +$160K 0.08% 261
2023
Q1 		$1.16M Buy
+12,466
New +$1.05M 0.07% 291
2022
Q2 		– Sell
-4,004
Closed -$413K – 737
2022
Q1 		$413K Sell
4,004
-336
-8% -$34.3K 0.03% 474
2021
Q4 		$498K Sell
4,340
-34,782
-89% -$3.86M 0.04% 424
2021
Q3 		$3.96M Buy
39,122
+430
+1% +$44.9K 0.3% 74
2021
Q2 		$3.85M Buy
38,692
+135
+0.4% +$12.6K 0.3% 80
2021
Q1 		$3.38M Buy
38,557
+787
+2% +$69K 0.31% 79
2020
Q4 		$3.21M Buy
37,770
+2,202
+6% +$176K 0.3% 92
2020
Q3 		$2.68M Buy
35,568
+2,408
+7% +$176K 0.3% 93
2020
Q2 		$2.24M Buy
33,160
+5,088
+18% +$307K 0.3% 97
2020
Q1 		$1.43M Buy
28,072
+1,524
+6% +$88.3K 0.26% 110
2019
Q4 		$1.54M Buy
26,548
+616
+2% +$33.5K 0.21% 121
2019
Q3 		$1.32M Buy
25,932
+1,716
+7% +$87.2K 0.21% 129
2019
Q2 		$1.2M Buy
+24,216
New +$1.18M 0.19% 136

Other funds holding IYW

Howard Capital Management Group
Howard Capital Management Group Los Angeles, California $1.73B AUM 21.46% 1-Year Est. Return
First Merchants Corp
First Merchants Corp Muncie, Indiana $3.05B AUM 11.62% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
TritonPoint Wealth
TritonPoint Wealth Chevy Chase, Maryland $1.01B AUM 25.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return
Perkins Coie Trust Company
Perkins Coie Trust Company Seattle, Washington $626M AUM 18.31% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Dynamic Advisor Solutions's IYW Position: Q3 2026 in Review

Dynamic Advisor Solutions reduced its iShares US Technology ETF (IYW) stake by 25% in Q3 2026, selling an estimated $2.52M and leaving 29,855 shares worth $7.91M. The position accounts for 0.22% of the portfolio, ranked #96.

Dynamic Advisor Solutions first reported a position in IYW in Q2 2019 and has held it in 27 quarters since. The position peaked at $10.8M in Q3 2025. 262 funds tracked by Wall St. Rank hold IYW as of Q3 2026.

  • Dynamic Advisor Solutions held 29,855 shares of iShares US Technology ETF worth $7.91M as of Q3 2026.
  • Dynamic Advisor Solutions sold 10,098 iShares US Technology ETF shares in Q3 2026, an estimated $2.52M.
  • iShares US Technology ETF made up 0.22% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #96 holding.
  • Dynamic Advisor Solutions first reported a position in iShares US Technology ETF in Q2 2019 and has held it in 27 quarters since.
  • Dynamic Advisor Solutions's iShares US Technology ETF position peaked at $10.8M in Q3 2025.
  • 262 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.